Freedom Advisory Group is a family of financial service companies dedicated to helping retirees and pre-retirees preserve their wealth and create retirement income plans designed to last their entire lifetime.
We prefer a no-pressure, family atmosphere by a Registered Investment Advisory (RIA) firm that legally has to serve your best interests, unlike the run-of-the-mill investment broker.
We take a conservative investment approach in these turbulent financial times, and use a mixture of wealth management tools that many of our clients might have never considered. Our goal is not to make you rich … our goal is simply to keep you from being poor.
If you feel:
- Run over by the random “big box” investment techniques of yesterday
- Taken advantage of by the latest “can’t fail” investment pitches
- Like just a “number” with the big box guys
- Or simply frustrated by the lack of anything new in your investments and retirement planning
Retirement & Financial Planning includes:
Wealth management, financial planning, 401(k) transfers, annuities, IRA rollovers and distributions, retirement planning, retirement income, investments, insurance.